CWM
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Chesapeake Wealth Management’s FormFactor FORM Stock Holding History

Chesapeake Wealth Management’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13,582
Closed -$613K – 227
2021
Q1 		$613K Buy
13,582
+2,082
+18% +$94.7K 0.21% 111
2020
Q4 		$495K Buy
+11,500
New +$415K 0.17% 127

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chesapeake Wealth Management's FORM Position: Q2 2021 in Review

Chesapeake Wealth Management sold out of FormFactor (FORM) in Q2 2021, closing a stake of 13,582 shares — an estimated $613K sold.

Chesapeake Wealth Management first reported a position in FORM in Q4 2020 and held it in 2 quarters. The position peaked at $613K in Q1 2021. 230 funds tracked by Wall St. Rank hold FORM as of Q2 2021.

  • Chesapeake Wealth Management reported no remaining FormFactor position as of Q2 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 13,582 FormFactor shares in Q2 2021, an estimated $613K.
  • Chesapeake Wealth Management first reported a position in FormFactor in Q4 2020 and held it in 2 quarters.
  • Chesapeake Wealth Management's FormFactor position peaked at $613K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held FormFactor as of Q2 2021.

Based on Chesapeake Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.